Pinnacle Wealth Management Advisory Group, LLC Incresed Positions in Q4 2024

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
150
+ 3.14%
$80.93 - $85.66 $12.1K - $12.8K
4.93K $398K
MCO
Moodys Corp

Financial Services
1
+ 0.13%
$454.04 - $500.88 $454 - $501
795 $376K
Linde PLC
162
+ 6.97%
N/A
2.49K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
34.6K
+ 16.83%
N/A
240K $0
Ge Vernova Inc
2
+ 0.18%
N/A
1.09K $0
CVLT
Commvault Systems Inc

Technology
10
+ 0.64%
$132.26 - $177.6 $1.32K - $1.78K
1.57K $236K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
97
+ 6.12%
$131.66 - $144.0 $12.8K - $14K
1.68K $222K
PLUG
Plug Power Inc

Industrials
296
+ 1.23%
$1.87 - $2.67 $554 - $790
24.4K $51K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
332
+ 7.04%
$56.61 - $61.63 $18.8K - $20.5K
5.05K $286K
XLE
Energy Sector Spdr

ETFs
10
+ 0.31%
$83.32 - $97.27 $833 - $973
3.25K $278K
DUK
Duke Energy Corp

Utilities
285
+ 5.82%
$105.76 - $120.76 $30.1K - $34.4K
5.18K $557K
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 0.3%
$285.5 - $335.62 $1.14K - $1.34K
1.35K $391K
KMB
Kimberly Clark Corp

Consumer Defensive
49
+ 3.18%
$130.37 - $146.09 $6.39K - $7.16K
1.59K $208K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22K
+ 96.76%
$25.33 - $51.16 $556K - $1.12M
44.6K $1.15M
MPC
Marathon Petroleum Corp

Energy
402
+ 13.06%
$131.65 - $174.84 $52.9K - $70.3K
3.48K $485K
CTAS
Cintas Corp

Industrials
1
+ 0.08%
$182.7 - $226.47 $183 - $226
1.21K $220K
ECL
Ecolab Inc.

Basic Materials
2
+ 0.13%
$234.32 - $261.43 $469 - $523
1.5K $351K
LOW
Lowes Companies Inc

Consumer Cyclical
490
+ 7.64%
$244.52 - $284.07 $120K - $139K
6.91K $1.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.02%
$63.27 - $70.31 $63.3 - $70.3
5.01K $318K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
109
+ 2.4%
$114.08 - $125.68 $12.4K - $13.7K
4.66K $533K
XLV
Select Sector Spdr Fund Health

ETFs
146
+ 3.9%
$136.28 - $154.74 $19.9K - $22.6K
3.89K $534K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 0.56%
$209.89 - $233.24 $5.25K - $5.83K
4.47K $949K
CEG
Constellation Energy Corp

Utilities
3
+ 0.25%
$224.28 - $285.52 $673 - $857
1.21K $271K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
63
+ 2.49%
$104.5 - $125.64 $6.58K - $7.92K
2.6K $271K
HUM
Humana Inc

Healthcare
37
+ 3.58%
$233.89 - $304.18 $8.65K - $11.3K
1.07K $271K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.63K
+ 3.94%
$71.75 - $75.11 $476K - $498K
175K $12.6M
PHM
Pultegroup Inc

Consumer Cyclical
1.7K
+ 22.88%
$108.86 - $149.04 $185K - $253K
9.13K $994K
MU
Micron Technology Inc

Technology
85
+ 1.91%
$84.16 - $113.41 $7.15K - $9.64K
4.53K $381K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.49K
+ 0.85%
$113.92 - $127.38 $170K - $190K
177K $20.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.97K
+ 2.71%
$57.53 - $60.83 $516K - $546K
340K $19.6M
GIS
General Mills Inc

Consumer Defensive
2.26K
+ 7.74%
$62.78 - $74.62 $142K - $169K
31.4K $2M
XOM
Exxon Mobil Corp

Energy
739
+ 3.11%
$105.51 - $125.37 $78K - $92.6K
24.5K $2.64M
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.07%
$90.22 - $102.31 $722 - $818
11.9K $1.09M
NEE
Nextera Energy Inc

Utilities
1.93K
+ 7.29%
$69.77 - $85.43 $135K - $165K
28.5K $2.04M
SO
Southern CO

Utilities
313
+ 1.04%
$81.5 - $94.15 $25.5K - $29.5K
30.3K $2.49M
AMAT
Applied Materials Inc

Technology
445
+ 6.01%
$161.44 - $213.89 $71.8K - $95.2K
7.85K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
98
+ 0.58%
$385.02 - $431.37 $37.7K - $42.3K
16.9K $6.57M
ADBE
Adobe Inc.

Technology
421
+ 7.27%
$437.39 - $552.96 $184K - $233K
6.21K $2.76M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
67.2K
+ 176.26%
$27.54 - $83.04 $1.85M - $5.58M
105K $2.92M
IEF
Ishares Barclays

ETFs
693
+ 1.04%
$92.08 - $98.18 $63.8K - $68K
67.5K $6.24M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.49K
+ 2.83%
$44.04 - $49.49 $154K - $173K
127K $5.59M
KLAC
Kla Corp

Technology
92
+ 3.53%
$614.46 - $829.55 $56.5K - $76.3K
2.7K $1.7M
DFAE
Dimensional ETF Tr

ETFs
1.6K
+ 0.78%
$25.36 - $28.15 $40.7K - $45.1K
208K $5.28M
UNH
Unitedhealth Group Inc

Healthcare
306
+ 3.79%
$485.52 - $625.25 $149K - $191K
8.38K $4.24M
LMT
Lockheed Martin Corp

Industrials
330
+ 3.9%
$479.66 - $614.62 $158K - $203K
8.78K $4.27M
MRK
Merck & Co., Inc.

Healthcare
66
+ 0.12%
$96.31 - $114.76 $6.36K - $7.57K
54.8K $5.45M
DFAI
Dimensional ETF Tr

ETFs
1.54K
+ 0.41%
$29.0 - $31.6 $44.6K - $48.6K
381K $11.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
14.9K
+ 3.9%
$57.29 - $63.1 $855K - $942K
398K $22.9M
VEA
Vanguard Ftse Developed Market

ETFs
2.57K
+ 0.62%
$47.57 - $52.44 $122K - $135K
415K $19.9M
Activity Summary
Buys All Purchases 166 New Holdings 16 Increased Positions 150 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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